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Federal Tax Planning & Compliance

Federal Tax Planning & Compliance Insights

March 18, 2026 Asha Shettigar, Pargat Singh

9 Things Fund Managers Should Know About U.S. Data Centers, Foreign Investment, and REIT Structuring and Taxation

Learn nine things fund managers should know about data centers, tax ramifications of investing in them and other considerations to talk through with your advisers.

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March 17, 2026 Asha Shettigar, Agata Orzechowska

Understanding REITs: A Complete Guide for Real Estate Investors

Learn the basics of REITs, from types of REITs and organizational requirements, to asset and income tests, to additional perspectives investors should consider.

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March 16, 2026 Kevin Sexton

5 Reminders to Help Keep Your Data Safe During Tax Season

Double down on a few simple steps during tax season to help keep your data safe and your peace of mind intact.

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March 06, 2026 Krista Zuchowski, Harrison Higgins

IRS Notice 2026-16 Gives Roadmap to Claim New Bonus Depreciation on U.S. Manufacturing Facilities

IRS Notice 2026‑16 gives taxpayers the interim guidance to understand how to claim a special depreciation allowance for certain production related real property.

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March 02, 2026 Robert Venables

New Court Ruling May Allow Tax Refunds for Pandemic Penalties and Interest

The recent Court of Federal Claims ruling in Kwong vs. U.S. may give taxpayers a refund opportunity on penalties and/or interest resulting from underpayments, late filings or late payments during the COVID-19 pandemic.While it is still too early to know how this will ultimately play out in the...

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February 27, 2026 Marc Mazzella

Key Considerations for 2025 Individual Tax Filings

Especially in the heart of tax season, if not all year long, it’s important to be aware of the multitude of tax law changes, opportunities and any potential challenges before filing your returns.

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February 25, 2026 David Charles, Samantha Kite

The Written Binding Contract Rule’s Impact on Bonus Depreciation in Real Estate

Recent IRS guidance on eligibility of 100% bonus depreciation under the OBBBA proves eligibility for full expensing in 2025 and even 2026 is subject to critical timing requirements.

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February 09, 2026 David Charles

What the Sirius Solutions Decision Means for Self-Employment Tax in Limited Partnerships

The ruling in Sirius Solutions LLLP v. Commissioner could result in significant tax savings for service partnerships, fund managers and professional firms operating through limited partnerships.

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January 13, 2026 Laura White

How (and Why) to Make Electronic Payments to the IRS for Your 2025 Personal Tax Bill

The IRS has stopped paper refunds but hasn’t set a date for when they will no longer accept paper tax payments. Learn why you should consider an electronic payment this year anyway.

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December 09, 2025 Jonathan Williamson, Andrew Evans

What Private Equity Funds Need to Know for Year-End Tax Planning

Find out which tax items are important for private equity funds to consider for year-end tax planning and beyond.

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December 02, 2025 Ray Polantz, Robert Venables

2025 Year-End Tax Planning Guide for Private Companies

With year-end approaching, it's time for businesses to proactively plan for and execute on tax opportunities to help ease their 2025 tax burden. New this year is the One Big Beautiful Bill Act (OBBBA), which contains numerous tax law extensions as well as new provisions that may be impactful....

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November 17, 2025 Joe Falbo, Tom Kotick

2025 Year-End Tax Planning Guide for Individuals

Minimizing taxes is an ongoing challenge for individual taxpayers, and, as year-end approaches, that goal becomes even more critical. There are numerous options within the tax code to help reduce your individual tax burden. To accomplish this, you must evaluate your overall tax situation and...

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September 05, 2025 Michael Boncher, Ray Polantz, Asha Shettigar, Robert Venables, James Kaptur, David Charles, Patrick Walsh

Foreign Income Tax, REITs, Real Estate and More in August Issue of AICPA Tax Adviser

Honoring our firm’s decades-long tradition, I was fortunate to serve as editor of the 2025 August Tax Clinic edition of the AICPA’s Tax Adviser. Each year we author articles that focus on high-complexity, high-impact areas of the tax code to help clarify these technical topics for the...

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August 15, 2025 Jeffrey McMichael

One Big Beautiful Bill Up Close: Bonus Depreciation for U.S. Manufacturing Facilities

Bonus depreciation under the One Big Beautiful Bill Act can provide meaningful benefits for U.S.-based manufacturers. Learn how to take advantage of the provision.

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July 21, 2025 Joe Falbo

One Big Beautiful Bill Up Close: Tax Impact for High-Net-Worth Individuals

OBBBA imposes five key provisions set to reshape tax strategies for high-net-worth individuals. Understanding the implications is extremely important.

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July 21, 2025 Jonathan Williamson, Stephen Fisher

One, Big, Beautiful Bill Up Close: Tax Impact for Private Equity and Registered Funds

Posted by Jon Williamson and Stephen FisherOn July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law, altering the tax landscape for the near and long-term. Much like the 2017 Tax Cuts and Jobs Act (TCJA), the impact of the OBBBA is dependent on each taxpayer’s...

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July 21, 2025 Dave Sobochan, Angel Rice

One Big Beautiful Bill Up Close: Tax Impact for Real Estate

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) became law and will have a significant impact on the real estate industry in particular. Key areas include the preservation of full deductibility for business state and local taxes, permanent extension of the 20% deduction for pass-through...

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July 21, 2025 Adam Fink

One Big Beautiful Bill Up Close: Tax Impact on Private Companies

The One Big Beautiful Act (OBBBA), signed into law on July 4, 2025, is one of the more comprehensive tax reform packages in recent years. It makes several temporary provisions from the Tax Cuts and Jobs Act (TCJA) permanent, introduces new deductions, and impacts how businesses and individuals...

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July 10, 2025 Robert Venables, Michael McGivney

6 Tax Provisions that Changed in the Final One Big Beautiful Bill Act

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law after it narrowly passed in the Senate (51-50) and House (218-214). While the new law may have only narrowly passed, it will have widespread impact for almost every taxpayer. From its extension of Tax Cuts...

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June 25, 2025 Robert Venables, James Kaptur

Senate Details Tax Provisions in Its Version of The One Big Beautiful Bill

The One, Big, Beautiful Bill (TOBBB) made more progress this past week as the Senate Finance Committee released its draft tax provisions to be included in the bill. While the Senate’s version is similar to the House version passed in May, key distinctions and certain provisions are still...

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